See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,931 | $55,415-67.6% | $155,509-88.5% | $74,495-75.9% |
| Participation rate | 68.9% | 61.9%+7.0pp | 78.2%-9.3pp | 67.2%+1.7pp |
| Annual return | 8.90% | 268.50%-259.6pp | 64.67%-55.8pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $986 | $2,267-56.5% | $4,672-78.9% | $2,623-62.4% |
| Participant deferral / active EE | $1,467 | $2,836-48.3% | $5,626-73.9% | $4,346-66.2% |
| Admin fee / account holder | $304 | $1,738-82.5% | $15,912-98.1% | $1,942-84.4% |